Badger Meter, Inc. (BMI)
NYSEInformation TechnologyIndustrial - MachinerySnapshot 2026-11-05
$159.55-2.56%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologyIndustrial - MachinerySnapshot 2026-11-05
QuarterlyIQ Insights · BMI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-05.
The screen ranks BMI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Outlook Bockhorst concluded, “As we enter the final quarter of 2026, we continue to anticipate both sequential and year-over-year Base revenue improvement, inclusive of the fewer operating days typic…
Stated in 4 of 4 supplied quarters. Management reported: “Outlook Bockhorst concluded, “As we enter the final quarter of 2026, we continue to anticipate both sequential and year-over-year Base revenue improvement, inclusive of the fewer operating days typical for the fourth fiscal quarter, and expect to sustain this growth momentum into 2027.” “We continue to anticipate an improvement in revenue run-rate in the back half of the year, with full‑year revenue, excluding acquisitions, flattish versus 2025.” Revenue was $235.938 million in 2026-Q3.
“Outlook Bockhorst concluded, “As we enter the final quarter of 2026, we continue to anticipate both sequential and year-over-year Base revenue improvement, inclusive of the fewer operating days typic…”
“At our recent Investor Day in May, we reiterated our long-term financial framework including high single digit growth for the forward five-year period.”
“"Against this near‑term variability, we remain focused on advancing our strategy in ways that will strengthen our business for the long-term.”
“Outlook Bockhorst continued, "The visibility we currently have into our opportunity pipeline, from planning, to bidding, to awards, to deployment and order activity, validates our conviction in an av…”
We remain steadfastly focused on cost management actions to mitigate the uneven 2026 sales cadence, while effectively addressing ongoing material cost pressures related to broad electronics supply ch…
Stated in 3 of 4 supplied quarters. Management reported: “We remain steadfastly focused on cost management actions to mitigate the uneven 2026 sales cadence, while effectively addressing ongoing material cost pressures related to broad electronics supply chain dynamics.”” “Finally, we remain diligent in our cost management focus to mitigate the temporary sales pacing effects.” Operating income was $47.742 million in 2026-Q3.
We also continue to enhance our BlueEdge ® portfolio of solutions against the backdrop of a multi-decade digital transformation of the global water sector, as demonstrated by the recent launch of One…
Stated in 3 of 4 supplied quarters. Management reported: “We also continue to enhance our BlueEdge ® portfolio of solutions against the backdrop of a multi-decade digital transformation of the global water sector, as demonstrated by the recent launch of OneNetwork™, our real-time network monitoring and analysis software platform.” “UDlive also enhances our BlueEdge ® suite of solutions, enabling utilities to access actionable intelligence across the water cycle.”
During the quarter we repurchased approximately $55 million of our outstanding shares and increased our annual dividend rate for the 34 th consecutive year, demonstrating our commitment to returning…
Stated in 3 of 4 supplied quarters. Management reported: “During the quarter we repurchased approximately $55 million of our outstanding shares and increased our annual dividend rate for the 34 th consecutive year, demonstrating our commitment to returning cash to shareholders.” “In addition, our solid cash flow and credit availability provide us with the financial flexibility to execute on our capital allocation priorities including investing in growth, returning cash to shareholders and accretive acquisitions.”
Maintain disciplined cost management and improve gross margins within a normalized range to support operating leverage.
Over the trailing year it converted 1.06x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 43% of the time over the next year (vs 59% for the rest of the cohort, n=3136).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
4 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-05.
“We remain steadfastly focused on cost management actions to mitigate the uneven 2026 sales cadence, while effectively addressing ongoing material cost pressures related to broad electronics supply ch…”
“Finally, we remain diligent in our cost management focus to mitigate the temporary sales pacing effects.”
“We expect that strategic pricing actions, coupled with the structural mix benefit of customer technology adoption, will continue to offset the impacts of already-implemented tariffs.”
“We also continue to enhance our BlueEdge ® portfolio of solutions against the backdrop of a multi-decade digital transformation of the global water sector, as demonstrated by the recent launch of One…”
“We continue to capture opportunities underpinned by these favorable secular trends in both metering and beyond the meter applications.”
“UDlive also enhances our BlueEdge ® suite of solutions, enabling utilities to access actionable intelligence across the water cycle.”
“During the quarter we repurchased approximately $55 million of our outstanding shares and increased our annual dividend rate for the 34 th consecutive year, demonstrating our commitment to returning…”
“In addition, our solid cash flow and credit availability provide us with the financial flexibility to execute on our capital allocation priorities including investing in growth, returning cash to sha…”
“O ur strong balance sheet provides us the ability to continue to invest in our business, return cash to shareholders and acquire businesses in our attractive M&A funnel.”